Overview:

The To Do feature provides a quick, consistent way to capture, view, and act on small tasks from anywhere in the application. The To Do module supports general To Dos within a specific context, say a specific Job or Plant. The key points being:

• improved browsing of the To-Do list with the slider panel

• support for a reminder date

• support for repeated To-Dos

• support for attachments on a To-Do

• support for comments on a To-Do

• use of preset list views

• configurable notification utility

Use the To Do popup to add items, assign owners, set due dates and priorities, and track completion.

Screen Guide:

The To Do popup is redesigned for speed and clarity. It is composed of three parts: Filters & Actions, To Do List, and Detail Side Panel.

Open

List & New

• New - Opens the Details Side Panel to create a new to-do

Displays the list of To-Dos sortable by clicking the respective header. The list displays per the filters, being all incomplete To-Dos by default, and click the Descriptions to browse the list while displaying details in the side panel. The list shows:

• Status, click to directly update the To-Do in the list

• Description and Details (if specified), clicking Description shows all attributes in the side panel

• Comments count, clicking opens the Comments pane directly

• Attachments count, clicking opens the Attachments popup directly

• Priority with colour indicator

• Due date

• Type

• Assigned person

An auto save of any side panel edits is triggered when navigating to another line on the grid while the side panel is shown.

Filters

Several filters are available to manually control the To-Dos displayed on the list:

• Assigned To - filter by the assigned owner if specified

• Completed - filters based on whether they are Complete / Done

• Due - filter by the due date or a due-date range

• Name - filter by a string match on the given name

• Priority - filter by the specified priority

• Status - filters by the status

• Type - filter by the selected type, which are configured, if any
  
  

Preset Filters

Provides toggle access to common filters, and these will highlight as selected.

Open

• All To Dos - removes any Assigned To filtering

• My To Dos - applies Assigned To filter for the current user

 

• Inbox - toggles Completed = Yes / No

• Due Today - toggles Due Date is today / Inbox

• Due Next 7 Days - toggles Due Date is within 7 days / Inbox

• Overdue - toggles Due Date is past / Inbox

 

• Types - toggles the Type filter for the selected option

Details Side Panel

Use the side panel to add or update To-Do details:

Open

Hovering on an icon shows the name.

• Description - a short task description

• Details - optional elaboration of the task

• Status - select the appropriate status, the default is ‘Pending’, options being either Pending, Doing, Done, or Stuck

• Due Date - the required attribute indication when the task should be complete
  
  

• Priority - select if required, the default is ‘None’, options being High, Medium, Low, or None

• Type - select an optional category from the configured list

• Reminder - an optional date to receive a reminder

• Duration - an optional memorandum field specifying approximate duration for the task

• Repeat - an optional indication for how often the task is to be repeated, default is ‘None’, options being None, Daily, Weekdays, Weekly, Monthly, Yearly.
  The repeating To-Do will auto-create when the current To-Do is Done or itsDue date is reached. To stop repeats set the Repeat to None on the latest To-Do.

• Assigned To - optionally select an owner, default is blank, the person must be a WB user as they have to update the To-Do

Open

 

• New Comment - displays a blank line for a new comment

• Comment list shows prior comments made, it’s creator and date

• The list items are only editable by the creator on the day created; and locked thereafter for auditing

Side Panel Actions

Open

• Close - closes the side panel

• Attachments - shows the standard Attachments popup to associate files with the To-Do

• Delete - deletes the current To-Do, prompting if there are attachments

• Save - persists a new To-Do or applies any edits made, auto save is triggered when navigating to another line on the grid.

Notification

Open

• Reminder and Due notifications show on the Notification Bell with messages on the number of Due and Reminder items by Priority.

• Clicking on a message will navigate to the application To Do List pre-filter for the current user for ToDos with a Reminder or Due for the date.

• Clicking [See all notifications] will open the notifications list pre-filtered for unread messages.

• The setup is via the Utility Scheduler with the ‘ToDo Notification’ utility wbGenerateTodoNotification with a default setup to notify on the Reminder and Due dates for Pending and Stuck to-dos.

  • Frequency: Once every day, enabled by default

  • Event: Set for Remind and Due events by default

  • Status: Pending or Stuck To-dos generate reminders by default, so excludes Doing

  • Overdue: Set for 3 days by default i.e. will continue to remind for 3 days after due

  • for specific criteria it may be required to setup multiple instances with different parameters.

Configuration:

• To Do Statuses defines the status options available. The options are configurable with colour names per ‘HTML Extended Web Colour Names’. The default options are Pending, Doing, Stuck, and Done. It will retain any existing options already setup.

• Priority options are defined as Lookups with Type = ‘ToDoPriority'.

• ToDo Note Types define the options available, there are no defaults, and any existing options setup are retained.

• Notification setup is via the Utility Scheduler with a default schedule ‘ToDo Notification’ for the wbGenerateTodoNotification utility with options: